Ishares Morningstar Multi-as
$22.19-0.2%
+$1.5M
Net Activity
-7.88% total shares
Institutions Holding
47
Popularity Rank
#6328
Avg Weight
0.02%
Total Value
$32.0M
47 institutions currently hold IYLD, with 21 net buyers and 24 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
24
Net Buying Institutions
21
Top 5 by Value
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Across its top 20 institutional holders, IYLD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 28/100).
IYLD ranks #6328 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
47 institutions disclose a position in IYLD, but none treat it as a major bet — even Elevation Capital Advisory, LLC, its most concentrated holder, allocates just 0.5% of its own portfolio to it.
Jones Financial Companies Lllp has added to its IYLD position for two straight quarters, increasing it by $878.7K to reach $1.0M today.
Royal Bank Of Canada has trimmed its IYLD position for two straight quarters, cutting it by $3.1M while still holding $985.0K.
IYLD is down 0.2% today, but institutions show net buying of $1.5M this quarter — a divergence between today's price move and the underlying institutional flow.
+$4.0M
Total Buy Value
$6.8M
Total Sell Value
21
Net Buyers
24
Net Sellers
IYLD
Q2 2026
Top 5 Institutional Movers
+$1.3M
-$1.1M
-$1.0M
+$569.9K
IYLD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
46432F875
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,583
Total reported value
$528.9B
Held by 4583 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,419
Total reported value
$354.5B
Held by 4419 institutions — one of the most-tracked stocks on AlphaSMO
Access IYLD's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/IYLDCLI
npx alphasmo stocks get IYLD